Equus Total Return (EQS) Competitors

$1.44
0.00 (-0.32%)
(As of 05/17/2024 08:53 PM ET)

EQS vs. CUBA, NOM, CIF, CEE, EEA, GCV, CEV, DTF, NYC, and BMTX

Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include The Herzfeld Caribbean Basin Fund (CUBA), Nuveen Missouri Quality Municipal Income Fund (NOM), MFS Intermediate High Income Fund (CIF), The Central and Eastern Europe Fund (CEE), The European Equity Fund (EEA), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), DTF Tax-Free Income 2028 Term Fund (DTF), American Strategic Investment (NYC), and BM Technologies (BMTX). These companies are all part of the "finance" sector.

Equus Total Return vs.

The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations, community ranking and media sentiment.

Equus Total Return received 11 more outperform votes than The Herzfeld Caribbean Basin Fund when rated by MarketBeat users. However, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 63.10% of users gave Equus Total Return an outperform vote.

CompanyUnderperformOutperform
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%
Equus Total ReturnOutperform Votes
106
63.10%
Underperform Votes
62
36.90%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Herzfeld Caribbean Basin Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Equus Total Return
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Equus Total Return has a net margin of 2,221.48% compared to Equus Total Return's net margin of 0.00%. Equus Total Return's return on equity of 0.00% beat The Herzfeld Caribbean Basin Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
The Herzfeld Caribbean Basin FundN/A N/A N/A
Equus Total Return 2,221.48%-11.68%-6.81%

Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Herzfeld Caribbean Basin FundN/AN/AN/AN/AN/A
Equus Total Return$16.15M1.21$12.95MN/AN/A

In the previous week, Equus Total Return had 1 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 1 mentions for Equus Total Return and 0 mentions for The Herzfeld Caribbean Basin Fund. Equus Total Return's average media sentiment score of 0.00 equaled The Herzfeld Caribbean Basin Fund'saverage media sentiment score.

Company Overall Sentiment
The Herzfeld Caribbean Basin Fund Neutral
Equus Total Return Neutral

The Herzfeld Caribbean Basin Fund has a beta of 1.16, meaning that its stock price is 16% more volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 0.95, meaning that its stock price is 5% less volatile than the S&P 500.

15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Comparatively, 30.7% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

The Herzfeld Caribbean Basin Fund and Equus Total Return tied by winning 5 of the 10 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EQS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EQS vs. The Competition

MetricEquus Total ReturnInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$19.50M$7.52B$10.19B$18.08B
Dividend YieldN/A6.27%5.85%3.44%
P/E RatioN/A0.4537.0426.21
Price / Sales1.2116.84142.3010.64
Price / CashN/A7.8316.0619.24
Price / Book0.421.003.166.00
Net Income$12.95M$73.96M$1.01B$966.17M
7 Day Performance-1.02%0.79%1.73%1.85%
1 Month Performance-2.38%4.25%4.64%6.59%
1 Year Performance-8.89%6.77%19.77%23.69%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CUBA
The Herzfeld Caribbean Basin Fund
0 of 5 stars
$2.46
flat
N/A-33.4%$17.59MN/A0.00N/A
NOM
Nuveen Missouri Quality Municipal Income Fund
0 of 5 stars
$10.10
+0.2%
N/A+2.1%$23.74MN/A0.00N/A
CIF
MFS Intermediate High Income Fund
0 of 5 stars
$1.69
-1.2%
N/A+4.9%$31.88MN/A0.00N/ANegative News
CEE
The Central and Eastern Europe Fund
0 of 5 stars
$10.00
-0.1%
N/A+22.9%$63MN/A0.00N/A
EEA
The European Equity Fund
0 of 5 stars
$9.23
+1.5%
N/A+10.3%$63.71M$12.41M0.00N/ADividend Cut
GCV
The Gabelli Convertible and Income Securities Fund
0 of 5 stars
$3.62
+0.8%
N/A-14.6%$69.79MN/A0.00N/ADividend Announcement
CEV
Eaton Vance California Municipal Income Trust
0 of 5 stars
$10.58
-0.4%
N/A+7.8%$74.38MN/A0.00N/A
DTF
DTF Tax-Free Income 2028 Term Fund
0 of 5 stars
$10.88
flat
N/A+0.6%$76.46MN/A0.00N/A
NYC
American Strategic Investment
0.4741 of 5 stars
$8.18
-0.6%
$8.00
-2.2%
-0.1%$19.63M$62.71M-0.17N/AGap Up
BMTX
BM Technologies
0.7407 of 5 stars
$1.72
+1.2%
$6.75
+293.6%
-5.4%$20.68M$55.25M-1.14200Earnings Report
Gap Up

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This page (NYSE:EQS) was last updated on 5/20/2024 by MarketBeat.com Staff

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